Ironworks AI
Simulation: illustrative shop, not a client result

Quoting Your Shop Heating & Air

Visit 11:40 AM
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Quote out: not yet
Same day
11:52●●● 5G
M
Mike, Tech
Today 11:52 AM
changeout at 14 maple. 3 ton ac 2009 r22, cased coil rusted. 2 story colonial ~2400 sqft. pad cracked. homeowner wants quote today, has 2 other bids
MODEL SERIAL MFD 2009
Text message
A normal text. No new app for the tech.
Agent at work
Waiting for the tech's notes
Reading tech notes
14 Maple St, 3 ton, 2009, two-story, about 2,400 sq ft
Reading 2 photos
Data plate, condenser pad
Matching price book
3-ton system, 3 options
Applying shop rules
Changeout labor 8 hrs. New pad and disconnect on every replacement. Two-story adds 1 hr.
Checking margin floor
Floor 35%. Good 41%, Better 38%, Best 31%
Flags for your review
Sizing check: 2,400 sq ft two-story, notes say 3 ton. Confirm load calc.
Missing: electrical panel photo.
Best option margin is under your 35% floor.
The draft quote will appear here
Email draft, not sent

Replacement options for 14 Maple St

To: HomeownerFrom: Your Shop Heating & AirSample pricing, illustrative
Good
3-ton AC and matched coil, 14.3 SEER2
$9,800
Better
3-ton AC and coil, 16 SEER2, 10-year labor
$12,400
Best
3-ton variable-speed heat pump and coil
Margin 31%, under floor
$15,900
Included on every option
  • Haul away old system
  • New condenser pad
  • New disconnect
  • Labor 8 hrs, plus 1 hr two-story
Waiting on: Service Manager
Nothing sends until a person approves.
Sent to customer 2:14 PM, same day as visit
Approved by the Service Manager after a load calc check.

Dispatch Tuesday morning, before 7:30 AM

Board as of 7:00 AM
The 7:00 AM plan. Five techs, thirteen jobs.
Text from Luis, 6:52 AM
woke up sick, cant make it today. sorry
3 of Luis's jobs need a new tech.
Call logged 7:04 AM
NO HEAT, elderly customer, 12 Elm St
Caller is her daughter. Furnace out since last night.
Proposed: Tanya, 12:00 PM today
Draft text to Tanya, tech
New job 12:00 PM: no heat, elderly customer at 12 Elm St. Address and notes are in the job.
Draft, not sentSent 7:09 AM
Draft text to Mrs. Carter, no heat
Hi Mrs. Carter, Tanya from Your Shop Heating & Air will be there between 12:00 and 12:30 today.
Draft, not sentSent 7:09 AM
Draft text to Mr. Hughes, tune-up
Hi Mr. Hughes, we need to move today's 1:30 tune-up. Does Thursday at 1:30 PM work for you?
Draft, not sentSent 7:09 AM
Your dispatch rulebook
1Only Dee and Marcus run commercial rooftops
2Ray is the only tech certified on our main brand
3No-heat with elderly or infant = same-day priority
4Maintenance agreement customers keep their slot
5Don't send Tanya across the county after 3 PM
Agent at work
Watching the board
Reading the board: 5 techs, 13 jobs
Luis out: 3 jobs need a tech
No heat, elderly: same-day priority
Certified-brand repair to Ray, open 10:30
Agreement tune-up keeps 8 AM: Marcus
Tanya takes no heat at noon
Waiting on:
Dispatcher
4 moves, 3 texts
Approved 7:09 AM
Board updated. 3 texts sent.

The inbox One shared inbox, 7:30 AM

The same inbox you use today
Inbox24office@ shared inboxSearch mail
Backorder matched to a job
Valley Supply Co.
Backorder notice: 3-week delay on condenser
PO 4410, 3-ton condenser
This week
Mon
Tue
Wed
Thu
Install
22 Oak St
Fri
Thursday install, 22 Oak St, is at risk. Dispatcher and the customer contact hear about it today, not on install day.
Drafted replies
To Mrs. Brooks · Re: When is my tech coming?
Hi Mrs. Brooks, Tanya is scheduled for Thursday between 8 and 10 AM. She will text you when she is on the way.
Waiting for a person to sendSent by the office
To Mrs. Alvarez · Re: When is my tech coming?
Hi Mrs. Alvarez, Marcus is set for Friday at 1 PM for your heating tune-up. Reply here if that time no longer works.
Waiting for a person to sendSent by the office
Morning summary, in your email, 7:30 AM

6 need you today.
14 handled or drafted. 4 junk.

    Drafts wait for a person. Nothing sends on its own.
    The agent drafts and flags. Your person decides. Nothing new to log into.
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    Step 1 of 7Simulation of an illustrative shop